Payment links in Bigin just got supercharged

Payment links in Bigin just got supercharged

Greetings,

We're happy to announce major enhancements to the Payments feature in Bigin.

As you may already know, Bigin supports Payments integration, which enables you to create and send payment links directly from Bigin to your customers. It also allows you to track payment updates within Bigin, making payment collection faster and more convenient.

With this enhancement, we're expanding payment capabilities further by enabling automated payment collection through workflows, introducing payment-based follow-up triggers, and supporting additional payment gateways.

Info

Availability

  1. Supported editions: The Payment Links feature and its enhancements are now available across all paid editions of Bigin.
  2. Supported data centers: Available in US, IN, EU, AU, CA, and UAE DCs

Let's take a closer look at these enhancements

Automate payment collections through workflows

Previously, users had to manually create payment links for pipeline records and share them with customers whenever a payment was required. While this worked for individual requests, it wasn't efficient for businesses with large numbers of deals.

With this update, you can now automatically generate payment links and send them to customers through workflow automation. This removes the need for manual intervention and ensures payment requests are sent at the right stage of the sales process.



For example, a consulting firm can automatically send a payment link for the onboarding fee when a deal reaches the Proposal Accepted stage. This ensures customers receive payment requests immediately without requiring the manual intervention from the sales team.

NotesNote:
Once a payment is successfully completed, an invoice is automatically emailed to the customer as an attachment. You can also view the invoice anytime in Zoho Checkout by navigating to Payments and opening the corresponding payment transaction.

Please refer to Automating Payment Links using Workflows for steps to set up this enhancement.

Trigger workflows based on payment status updates 

You can now automate actions based on changes in payment status. This allows your workflows to respond automatically when a payment is created, completed, overdue, or expired. Based on these updates, you can set up actions that help you stay on top of follow-ups and keep your sales process moving smoothly.



Taking the consulting firm example a step further, once the onboarding fee is paid, Bigin can automatically:
  1. Mark the deal as Closed Won
  2. Send a confirmation email with onboarding details and next steps
This removes manual follow-ups and ensures a seamless customer experience from payment to onboarding.

With this enhancement, you can set up triggers for both deals and payments using criteria-based configuration.



Check Payment workflow triggers for more details.

Payment merge fields in email templates

You can now use payment merge fields in email templates for the Pipelines module once payment integration is enabled.

This allows you to include payment-related details directly in your email templates, making it simpler to send consistent and accurate payment communication to customers.



For example, you can create a payment reminder template that automatically includes:
  1. Payment amount
  2. Due date
  3. Direct payment link
So every reminder email is accurate, personalized, and ready to send without manual edits.

NotesNote:
This feature is applicable only to the Pipelines module and requires payment integration to be enabled.

Expanded payment gateway support

Earlier, Bigin supported a limited set of payment gateways, such as PayPal, Razorpay, Stripe, and Paytm.

With this enhancement, all payment gateways supported in Zoho Checkout are now available within Bigin’s Payments configuration.

Info
Here's the complete list of supported payment gateways:
  1. Zoho Payments
  2. Stripe
  3. Razorpay
  4. PayPal
  5. Authorize.net
  6. CSG Forte
  7. Verifone (2Checkout)
  8. Braintree
  9. PayTabs
  10. Paytm
  11. Mercado Pago
  12. Safaricom M-PESA

NotesNote:
If a newly supported gateway is selected, you'll be redirected to Zoho Checkout to complete the setup.

We hope these enhancements help simplify and streamline your payment collection process. Please give it a try and let us know your feedback in the comments section below.

Thanks and have a good day!

      • Recent Topics

      • Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

        I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that

      • Add the Zoom Option to the Camera

        Hi, I use the ZOHO Forms Camera so I can manage metadata, compression, etc. but this doesnt have the zoom parameter activated, so when we have photos in a tight space and want to use 0.5 for example, we can't, can this be enabled please. Thanks Dan

      • Manage booking pages from your Android phone

        Hello everyone! We are happy to announce that users can now add and manage booking pages from their Bigin Android app. It is a multi-step form that users can create for purposes like booking appointments, scheduling calls or meetings, conducting webinars,

      • New UI - Color Preference Not Saving Permanently

        Small, not very urgent problem I'd like to share regarding the new UI theme color. I've changed my theme preference to the default blue color around 20 times by now. It always reverts to a green color theme. I've followed the instructions of changing

      • reset password

        Hi I need to reset my password and need help

      • Automating Employee Birthday Notifications in Zoho Cliq

        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

      • Unbundle feature for composite items

        We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form

      • Inventory Barcode Creation - Add Picture of Item

        Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?

      • Is it possible to set a value to a field based on certain conditions

        Greetings Say i have a field that i want to set its value based on the value of another field.. for example if "number" field has value greater than 10, i want to set my field's value to X. Or if radio group had option 1 selected, then i want to set my

      • Gemini Action - Add "inineData" Support

        Thank you guys for adding a Gemini action. I like Gemini models for the "grunt work" of AI, as they have the cheapest tokens of the trustworthy providers One thing that's missing in the action, though, is the ability to pass file data. If you pass a base64-encoded

      • Protect backed up and exported data using password encryption

        Hello everyone, Protecting live data is crucial for any organization or product, as it contains sensitive customer information. However, protecting data does not end within the platform. Backup and export files often contain sensitive information and

      • Smarter holiday planning with yearly-specific Holiday Lists

        Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage

      • Zoho Projects - Cloning a task does not trigger task workflow when created

        Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new

      • Is Zoho Assist Secure Connect even practical for 1 person shop?

        I was gun ho with Zoho Assist to replace my existing Remote Access product I have been using but I need to implement MFA on each unattended connection. Right now each of these connections in my other product has a rotating token that I have enter off

      • Best way to setup Inventory bin tracking for products with multiple boxes/crates

        Hi - we need some advice from the community on setting up Items in the Inventory for products with multiple crates. We have large products in our warehouse where the product is delivered as two large (double pallet) crates. We've setup the Items for these

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • not able to access Zoho from home WIFI

        for some reasone i am not able to access Zoho on my laptop or my iphone while i am connected to my home Wifi, i am able to access these sites both on laptop as well as Iphone and associated apps on any other Wifi as well as when I am on my 4G connection

      • Five Guided Conversations Updates in Zoho Desk

        Hello everyone, Guided Conversations is getting updates that make it easier to create more inclusive customer experiences, retain important conversation context, customize your widget, keep track of changes, and connect with external services. Here are

      • zoho desk

        Hello, Did Zoho Desk have any issues today? Are tickets coming in late? I have an email account linked, and messages seem to be arriving with a delay—some email threads aren't coming through completely, and so on.

      • An important update for Zoho Cliq desktop users

        The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15

      • Simplify eSignatures: Automate document workflows with Zoho WorkDrive

        Hello everyone, We’re excited to invite you to our upcoming live webinar, where Zoho WorkDrive and Zoho Sign will come together to show you how to simplify and automate document workflows. From creating and collaborating on documents to approvals, e-signatures,

      • Function #7: Fetch a value from Deal in Zoho CRM to the related Estimate in Zoho Books

        We're here with another function for those using the integration with Zoho CRM. You know that potentials can be linked to transactions in Zoho Books. But if you're including additional details about a Deal (potential) in Zoho CRM and you want to inherit

      • Turn off workflow Applied pop-up

        hi We are new to Desk. I have a rule to set to "waiting for customer" when agent sends reply. This comes up every time. How to i turn off? Or am i seeing as admin.

      • Workflows being applied and the Large unwanted popup

        When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?

      • Maintenance notice for Zoho CommunitySpaces US data centers on August 23, 2026

        Dear customers, We have scheduled a maintenance activity for Zoho CommunitySpaces in our United States (US) data centers on August 23, 2026, from 1:30 a.m. to 2:00 a.m. During this 30-minute maintenance window, Zoho CommunitySpaces will be temporarily

      • Knowledge base: The nitty-gritty of SEO tags

        A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

      • zoho desk: Can tickets be created from Microsoft Teams messages?

        I am trying to see if there is a way to integrate Microsoft teams with zohodesk. we have a few customers who prefer to communicate requests through Teams, and it would be great to create tickets when they do.

      • ´´Send Email Reply´´ action does not work when the message body contains placeholders.

        Hi Community, I am working on a workflow where the Customer contact is notified via email when their ticket status goes On Hold. To do that, I chose the Send Email Reply action, and the minute I add a placeholder, the workflow does not work and the ticket´s

      • Zoho ERP | Product updates | July 2026

        Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

      • Zoho Forms Spam Submissions

        Hello community! It seems that after updating the Recaptcha settings on our newsletter form (Zoho Forms), we keep getting low quality spam emails subscriptions. I first used 0.5 treshold on invisible google captcha, then raised it to 0.7 but to no avail.

      • Migration from Hosted Exchange Server

        I am looking for documentation on how to migrate from a hosted version of Microsoft Exchange to Zoho Mail.  The existing material is very good for non-hosted Exchange or local Outlook account but I have been unable to locate information to move from a hosted Exchange environment. This is complicated by not being able to have access to the Exchange Server (other than login credentials) and the lack of a local PST file (local Outlook uses OST files). I am to the point that all I need to do is migrate

      • Subform edits don't appear in parent record timeline?

        Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

      • Unable to view existing or create new WhatsApp IM templates on Zoho Desk

        Hi there, Is there a issue with WhatsApp templates in Zoho Desk currently [17 Aug 2026]? I am unable to view existing or create new WhatsApp IM templates. It's saying "Oops, something went wrong. Please try again later."

      • WhatsApp Business Calling API

        Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

      • WhatsApp Calling Integration via Zoho Desk

        Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

      • Automating CRM backup storage?

        Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

      • Zoho CRM Kiosk Upload Files

        Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"

      • Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories

        Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items

      • About products & categories URL

        hello guys, I'm trying to migrate date from Magento 2 to Zoho Commerce and I have some doubt about URL. In my M2 for product I have "Url Key" field with value like this: "product-url" and page appear like this: "www.sitename.com/product-url.html" In ZC

      • Which Zoho CRM tasks would you want an AI assistant to handle?

        I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be

      • Next Page